4 Ways Ezlynx Powers Your Customer Journey

This post is part of a series sponsored by Ezlynx.

When most people think of ezlynx, comparing rating systems is usually the first thing that comes to mind, and there is good reason. As a market-leading personal line comparison evaluator, it provides extensive access to products and enables agents to generate instant quotes from over 330 carriers in 48 states.

While quick and accurate citations are a major advantage, ezlynx is more than just a evaluator. Organizations used only to cite it may miss a variety of tools designed to simplify operations, improve communication and increase overall efficiency.

Ezlynx Agent Management System Here are four ways to reference that can help you run smarter, more connected agencies.

1. Intelligent leadership and sales management

Tracking customer journeys after sending a quote can be challenging – especially when you manage your leads manually or across multiple platforms. Ezlynx simplifies this process by bringing aspects of lead tracking into a centralized system. You can easily follow leads at every stage of your sales channel – from new leads and initial contacts to citations, policy reviews, and finally to loyal customers.

You no longer need to manage decentralized spreadsheets or siloed CRMs. All customer interactions and sales progress are tracked within the platform, providing better oversight and improved accountability within the team.

Ezlynx also uses your existing quotes and policy data to discover new opportunities. It helps you determine where you can regain your lost business, follow up on unreflected quotes and discover cross-selling potential, ensuring you get the most value from the data stored in your management system.

2. Automatic contact points for building loyalty

ezlynx makes it easy to get to know the customers they are on: right on their mobile devices. When you need faster responses, you can send fast, clear text messages to customers directly from the management system to make communication more immediate and convenient. Ezlynx also includes marketing tools such as Drip Email events that allow you to schedule personalized messages for policy renewals, birthdays, weddings, graduations, and other important milestones. These automated emails help your agent stay upset without putting in the effort and show customers the customers you care about even if they don’t lend a hand.

Ezlynx’s built-in reporting tool helps you track performance when you send email campaigns with a marketing or promotion focus. You can see if your messages resonate with your customers and adjust your approach as needed. Over time, this allows you to provide more personalized and effective communication, which helps build stronger customer relationships.

3. Active, organized update management

Updates can be the source of major stress when you try to grow your business and manage the many moving parts that come with your establishment. Manually tracking renewal dates, identifying the most risky customers and organization priorities can feel overwhelming and lead to lost details, expensive mistakes and ultimately losing business.

Ezlynx’s automatic renewal management feature helps you stay ahead by identifying upcoming renewals and clearly shows you which customers are most at risk for significant premium changes, so you know exactly where to prioritize time. The management system emphasizes high-risk updates that allow you to contact you before your customers seek help or start shopping. When an option is to be reviewed, Ezlynx will clearly summarize each policy and the insurance company’s renewal offer and provide you with everything you need to conduct a briefing conversation with trusted clients.

4.24/7 Customer Self-Service Access

Your time is precious. It is best to spend on meeting complex customer needs rather than getting stuck due to administrative responsibilities. Meanwhile, customers expect to access their insurance information when needed. Instead of spending time sending insurance, ID cards or insurance certificates that process personal information updates and policy changes, customers can now handle these tasks themselves using ezlynx’s customer portal.

It’s a win-win: customers get the service they need when they need it, and your agent eliminates small but time-consuming tasks that can add up quickly throughout the day. The result is less interference to your workflow and a better customer experience.

Unlock the full potential of Ezlynx for your agent

If you want to better manage your sales pipeline, enhance client communication, stay ahead of the curve and provide more convenient access to services, it may be time to explore the complete suite of Ezlynx tools.

From tracking leads and managing renewals to automating personalized client communications and enabling self-service access, Ezlynx frees up your time so you can focus on growing your business and delivering exceptional services.